| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $79,539 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,600 | $155,795-36.7% | $136,298-27.7% | $69,634+41.6% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 70.7%+19.9pp |
| Annual return | 19.46% | 232464.33%-232444.9pp | 5156.27%-5136.8pp | 27572.26%-27552.8pp |
| Employer contribution / active EE | $2,270 | $2,991-24.1% | $4,696-51.7% | $2,032+11.7% |
| Participant deferral / active EE | $5,952 | $5,394+10.4% | $6,247-4.7% | $3,224+84.6% |
| Admin fee / account holder | $236 | $128+84.0% | $9,244-97.4% | $110+113.7% |